We are excited to announce that we have partnered with LifeCents, a wellness platform that inspires and empowers people to improve their financial health and well-being. We understand that every day counts toward reaching your financial goals, and we are committed to help you succeed! Improving your financial health just got easier with LifeCents! Click here to Soar Upward and begin.
Protect and Preserve Your Family Legacy
Contact Craig at 800-876-9044 or firstname.lastname@example.org in a new window to see how the team at CU Plan can help plan for the future.
Members of Upward Credit Union can take advantage of services and educational tools such as:
- Living Trust Workshops
- On-Line Video Classes
- One-on-One Member Trust Planning
- IRA Education
- Legacy Planning – Living Trusts
- IRA Tax Planning